|
1
|
Relative Value Partners Group
|
$31.6M
|
-$389K
|
-70,709
|
-1%
|
|
|
2
|
Northside Capital Management
Hood River,
Oregon
|
$8.08M
|
-$372K
|
-67,578
|
-4%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$7.95M
|
+$375K
|
+68,086
|
+5%
|
|
|
4
|
|
$6.3M
|
+$85.2K
|
+15,476
|
+1%
|
|
|
5
|
First Foundation Advisors
Irvine,
California
|
$5.95M
|
-$26.4K
|
-4,800
|
-0.4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.86M
|
-$160K
|
-29,041
|
-4%
|
|
|
7
|
|
$2.83M
|
+$14K
|
+2,544
|
+0.5%
|
|
|
8
|
WESCAP Management Group
Glendale,
California
|
$2.14M
|
-$540K
|
-97,974
|
-20%
|
|
|
9
|
Institute for Wealth Management
Denver,
Colorado
|
$1.28M
|
-$99.9K
|
-18,147
|
-7%
|
|
|
10
|
Merriman Wealth Management
Seattle,
Washington
|
$1.16M
|
+$1.14M
|
+207,801
|
New
|
|
|
11
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$1.03M
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.02M
|
+$154K
|
+28,020
|
+18%
|
|
|
13
|
Brave Asset Management
Summit,
New Jersey
|
$879K
|
–
|
–
|
–
|
|
|
14
|
Fiduciary Trust
Boston,
Massachusetts
|
$797K
|
–
|
–
|
–
|
|
|
15
|
|
$757K
|
+$607K
|
+110,135
|
+425%
|
|
|
16
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$712K
|
+$152K
|
+27,622
|
+28%
|
|
|
17
|
Lourd Capital
Beverly Hills,
California
|
$634K
|
–
|
–
|
–
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$569K
|
+$17.9K
|
+3,248
|
+3%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$396K
|
-$32.8K
|
-5,947
|
-8%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$373K
|
-$16.5K
|
-3,000
|
-4%
|
|
|
21
|
Laurel Grove Capital
Los Angeles,
California
|
$362K
|
+$7.71K
|
+1,400
|
+2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$347K
|
-$24.8K
|
-4,504
|
-7%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$319K
|
+$242K
|
+43,981
|
+324%
|
|
|
24
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$292K
|
+$176K
|
+32,010
|
+157%
|
|
|
25
|
Mraz Amerine & Associates
Modesto,
California
|
$268K
|
-$16.9K
|
-3,067
|
-6%
|
|
